Industrie in Europa Zukunft durch Kompetenz

Transcription

1 Industrie in Europa Zukunft durch Kompetenz Dr. Reinhard Ploss Vorstandsvorsitzender Infineon Technologies AG

2 Europe but not only Europe! Being successful as Europe means being successful on a global basis Latest technology shrinks the world into one single point Global competition is just around the corner! Page 2

3 Chinese population as percentage of global population will decline by 2030, but China will jump from producing 17% of the world's GDP in 2011 to producing 28% of the world's GDP in Share of global GDP China 17% USA 23% China 28% USA 18% The bigger share of this growth is expected to come from local consumption. Source: OECD Economic Policy Paper #3, Nov 2012 and IMF, Euromonitor, Roland Berger. Page 3

4 Consumption, urbanization and mobilization are key growth drivers in China CONSUMPTION INFRASTRUCTURE MIDDLE CLASS 28% of global growth in 2030 is contributed by Chinese domestic consumption Source: World Bank, China 2030 INNOVATION 34% of GDP will be fixed asset investments in 2030 Source: World Bank, China 2030 MOBILIZATION x4 Middle class will quadruple in two decades Source: World Bank, China 2030 URBANIZATION 1652 Chinese patents registered 2010 in US up from 112 in 2000 Source: Roland Berger, Think Act, 8 billion 483 Billion USD Light vehicle sales in 2030 Source: Roland Berger, Think Act, 8 billion 1 billion live in cities by 2030 Source: MCK, Preparing for China's urban billion Page 4

5 Europe Where do we come from? Page 5

6 Europe was already successful in the past by it's innovation, competencies and industry Erster mechanischer Webstuhl Industrielle Revolution durch Einführung mechanischer Produktionsanlagen mit Hilfe von Wasser- und Dampfkraft Erstes Fließband, Schlachthöfe von Cincinnati Industrielle Revolution durch Einführung arbeitsteiliger Massenproduktion mit Hilfe von elektrischer Energie Erste Speicherprogrammierbare Steuerung (SPS), Modicon Industrielle Revolution durch Einsatz von Elektronik und IT zur weiteren Automatisierung der Produktion Ende 18. Jhdt Source: DFKI (2011) Beginn 20. Jhdt Beginn 70er Jahre 20. Jhdt Page 6

7 Today's challenges Page 7

8 Major challenges of the 21st century worldwide Population explosion Growing megacities Limited energy resources Emerging markets Page 8

9 Europe's future The challenge Page 9

10 How will Europe maintain its position in the Global Market in the upcoming years? Differentiation potential in industrial competition Examples Which factor gives Europe a significant and sustainable edge? Competence Innovation Costs Speed Customer focus and proximity & application Raw materials Individual factors, especially in the face of global competition from emerging nations, are hard to maintain Constant renewal in selected priorities Combination of several elements and formation of a multi-factor competitive advantage Page 10

11 Knowledge is growing, and scientific and technical challenges are increasing Earlier: Knowledge was associated with one person Later: Knowledge was associated with a group Cause and effect were linear and managable Today: Knowledge is widely distributed, solutions require cooperation Tomorrow: The pooling of knowledge will become a competence in its own right. Cause and effect will no longer be as clear Page 11

12 The higher the (digital) semi content the faster the product ramp up is possible and realized Base technology ANALOG DIGITAL 1000 m % of semiconductors in price production 2% 12% 30% 35-40% GSM 100 m TV color PC DVD 10 m TV B&W VCR xdsl Set Top Box Ipod 1 m USER PASSIVE ACTIVE VE Source: Dataquest, ST shown at IEF 2005, Malta Page 12

13 Only a successfully implemented idea is an innovation. The last step is often the most difficult one. Source: Final Report High-Level Expert Group on Key Enabling Technologies, June 2011 Page 13

14 Europe's future Competence Solution by focusing on KET Page 14

15 Focus on Key Enabling Technologies will support future success of Europe Micro- and nanoelectronics, including semiconductors Advanced materials Biotechnology Nanotechnology Photonics Advanced manufacturing Systems Source: Willy Van Puymbroeck, European Commission, 2012 Page 15

16 Europe's way from basic research to globally competitive manufacturing Basic Research Technological Research Product Development To overcome the valley of death a close interaction of all aspects is recommended Source: HLG, Sherpa Group Meeting, 01/23/ Infineon Prototyping Competitive Manufacturing Page 16

17 Pilot Lines will help to close the innovation gap Equipment and consumables European companies European subcontractors European research organisation KETS PILOT LINE Single pilot line on a single site in Europe Advanced KETS prototype products for competitive advanced products of european end user companies UPSTREAM DOWNSTREAM Source: HLG, Sherpa Group Meeting, 01/23/2013 Page 17

18 Europe needs to play a leading role in the ICT sector Europe needs to set the right frame conditions Innovation along the value chain Inventions (patents and IP) Core competencies along the value chain Appropriate education and sciences Eco systems cluster w/ KMU and Universities Incentives for R&D and production Major European industries depend on high tech ICT is key enabler for most of the other industries and semiconductors are a motor for innovation Source: AT Kerney, The future of Europe's High-Tech Industry + Infineon Page 18

19 Semiconductors Enable Future Technologies Global challenges Fields of action Climate Energy Health Nutrition Mobility Security Communication Key technologies Cross-cutting issues / general conditions Page 19

20 Leading by system competency along the value chain based on selected competencies Cars mobility Energy Smart grid Data Secure internet Technical competence Material competence Manufacturing competence Highest quality standards Selection of differentiating elements Page 20

21 Europe's future Through selected core competencies Semiconductor technology Page 21

22 Semiconductors are a Key Enabling Technology and Most Likely the Key Source of Productivity Automotive / Industrial / Medical /... WW: ~USD 30,000 bn x Electronics WW: $1,600 bn Semiconductors WW: $298 bn Innovation Productivity About 45% of the OECD Economic growth since 1985 comes from increased productivity, electronics is a key driver for this growth Good system understanding enables semiconductor companies to develop solutions which increase productivity Example Automotive: 70-80% of innovations depend on electronics Source: DECISION, ESIA, Future Horizons, IMF, WSTS 2010, AUDI, OECD Factbook 2013, Infineon Page 22

23 Infineon: System competency is key to provide products for outstanding solutions Competency Understanding of System Requirements Technical and Commercial Driver Interdependency of various subsystems System Data Center Automotive Wind Mill Sub-System Motor Control Power Supply Recuperation Application Competency Understanding of the Sub-System Broad technical Expertise Product Technology Production Power Discretes Driver ICs Sensors Power Management ICs T E C H N O L O G Y P R O D U C T I O N Competency Electrical Circuit Design Semiconductor Processes and Manufacturing Page 23

24 Infineon: System competency is key to provide products for outstanding solutions Innovation Process: Understand Future Requirements System Data Center Automotive Wind Mill Product Technology Production Power Discretes Sub-System Motor Control Power Supply Recuperation Driver ICs Sensors Power Management ICs Application Go to Market: Design Support and New Concepts T E C H N O L O G Y P R O D U C T I O N Page 24

25 Europe's future System competence Cyber-Physical Systems: Industry 4.0, competitive production Network of data things energy: Smart Grid Optimal energy use Page 25

26 Degree of complexity Industrie 4.0 supports Europe's advantages in a global manufacturing environment Erstes Fließband, Schlachthöfe von Cincinnati Erste Speicherprogrammierbare Steuerung (SPS), Modicon Industrielle Revolution auf Basis von Cyber- Physical Systems Erster mechanischer Webstuhl Industrielle Revolution durch Einführung mechanischer Produktionsanlagen mit Hilfe von Wasser- und Dampfkraft Industrielle Revolution durch Einführung arbeitsteiliger Massenproduktion mit Hilfe von elektrischer Energie 3. Industrielle Revolution durch Einsatz von Elektronik und IT zur weiteren Automatisierung der Produktion Ende 18. Jhdt Beginn 20. Jhdt Beginn 70er Jahre 20. Jhdt heute Source: DFKI (2011) Page 26

27 Several Challenges need to be solved to achieve Industrie 4.0 Smart Factorys need to be stable and profitable Know-how needs to be secured successfully Manufacturing tools are linked together internally and externally and therefore need to be protected from manipulation Smart Factory need to be able to control complexity and to be robust against disfunctions Industrie 4.0 is showing close collaboration between politics, sciences and industry Page 27

28 Smart Grids are key for delivering sustainable, cost effective and secure energy supplies Smart Grid: Infineon's contribution 1 1 Integration of renewable energies Energy efficient transmission 3 EV charging and energy storage 1 4 Grid and smart meter security Smart Metering Energy efficient consumption Page 28

29 Several challenges need to be addressed as traditional grids evolve into Smart Grids The worldwide growth in energy demand must be met in a sustainable way Large numbers of distributed and intermittent renewable energy sources need to be integrated Supply and demand must be balanced intelligently Existing energy efficiency potentials need to be utilized The grid must be reliable in terms of stability, security, privacy For this to happen we need international collaboration across politics, science and industrial value chains Page 29

30 Europe's future Network competence Infineon in its network of competence, innovation, networking Examples of successful innovation implemented into manufacturing Page 30

31 To master the future we need to bring together our competencies across organizations Customer Local Innovation activities Innovation Initiatives in the Divisions InnovationFAB Universities Common Culture Methods & Language Suppliers Research Intitutes All innovation activities are integrated in the InnoNet. Started 2007 the INNOVATION project is still growing! Page 31

32 Infineon Austria and its network Lehr- und Forschungsnetzwerke Bildungskooperationen Kompetenzzentren/ Forschungszentren Cluster Gesellschaftliche Verantwortung Page 32

33 Infineon successful innovation and transferred into manufacturing Customer acceptance First 300mm thin-wafer technology CoolMOS qualified CoolMOS TM C3 600V CoolMOS TM C6 600V... and released by first customers Production start CoolMOS TM production in Villach started 1 st products have passed Qualification in Dresden Next for qualification Low Voltage MosFET and IGBT Page 33

34 Summary Shaping tomorrow's success today Page 34

35 Europe will be successful driving innovation along the value chain based on core competencies Innovation along the value chain Inventions (patents and IP) Core competencies Appropriate education and sciences Incentives for R&D and production Pilot lines the step to innovation Competitive manufacturing Page 35

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